盘前交易中，GitLab, Inc.股价攀升2.3%，报43.55美元，此前Rosenblatt Securities首次覆盖该公司并给予“买入”评级，目标价定为58美元。该券商强调，GitLab在单一平台上整合了软件开发生命周期的所有关键环节，提供无缝体验以提升生产力并减少摩擦。现代云和新兴生成式AI应用的复杂性，加上向上销售机会，为公司带来巨大增长潜力。Rosenblatt指出：“生成式AI和代理式AI解决方案的快速采用对GitLab有利影响多面。”此外，GitLab的Ultimate订阅计划作为核心收入来源，现已占付费用户的25%，远高于2020财年的5%，凸显在10,000多名客户中的向上销售潜力，将推动未来收入增长。Rosenblatt预期公司利润率今年将扩张至12.7%，明年达中双位数，长期超过30%。分析师评级方面，24家机构给予“买入”或更高评级，8家建议“持有”，中位目标价为60美元。截至上一交易日收盘，GitLab股价年内累计下跌24.5%。
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